Finance Score: -5

Governance Score: -6

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Only 3 Trustees: -2
All female board: -3

No supporters identified

Overall GiG Score: -11

THE KATHLEEN TRUST

The policy of the trustees is to assist young and impecunious musicians

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 3 trustees
The Board is completely female
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Established: 27 years

kathleentrust@curreyandco.co.uk

02078284091

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23		£33	£144	£-110	n/a	n/a	n/a	n/a	n/a
05/04/22		£137	£145	£-8	n/a	n/a	n/a	n/a	n/a
05/04/21		£11	£133	£-121	n/a	n/a	n/a	n/a	n/a
05/04/20		£133	£141	£-8	n/a	n/a	n/a	n/a	n/a
05/04/19		£143	£151	£-9	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£22	£150	£-128	£0	£0	£0	n/a	0
05/04/17		£24	£111	£-87	£0	£0	£0	n/a	0
05/04/16		£113	£117	£-4	£0	£0	£0	n/a	0
05/04/15		£27	£87	£-60	£0	£0	£0	n/a	0
05/04/14		£28	£82	£-54	£0	£0	£0	n/a	0
05/04/13		£27	£61	£-34	£0	£0	£0	n/a	0
05/04/12		£28	£91	£-64	£0	£0	£0	n/a	0
05/04/11		£22	£84	£-62	£0	£0	£0	n/a	0
05/04/10		£25	£62	£-37	£0	£0	£0	n/a	0
05/04/09		£34	£39	£-6	£0	£0	£0	n/a	0
05/04/08		£31	£46	£-14	£0	£0	£0	n/a	0
05/04/07		£30	£43	£-12	£0	£0	£0	n/a	0
05/04/06	*	£29	£55	£-26	£0	£0	£0	n/a	0
05/04/05	*	£31	£59	£-27	£0	£0	£0	n/a	0
05/04/04		£75	£50	£26	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

CAMILLA NANCY WITHINGTON Appointed: 2017, Other trusteeships: SIR SAMUEL SCOTT OF YEWS TRUST, FRAYS CHARITABLE TRUST,

FELICITY ANNETTE RICE Appointed: 2023, Other trusteeships: SIR SAMUEL SCOTT OF YEWS TRUST, THE FRANCIS AND MARTHA HOPE MORRISON TRUST, G M MORRISON CHARITABLE TRUST, THE ESTHER HENNELL CHARITABLE TRUST, FRAYS CHARITABLE TRUST, THE PRUDENCE SCOTT CHARITABLE TRUST,

HERMIONE MARY STANFORD Appointed: 2023, Other trusteeship: SIR SAMUEL SCOTT OF YEWS TRUST,

Legal constitution

Charity registered in England & Wales on 22/09/1997, number: 1064516

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Investment
Risk management

Filing Record

20 returns made; AR18: 1 days late, AR06: 1 days late, AR05: 6 days late,

Main office

33 Queen Anne Street
LONDON
W1G 9HY

Objectives

UPON TRUST TO PAY OR APPLY THE INCOME (OF THE TRUST FUND) TO SUCH CHARITABLE FOUNDATIONS AND FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR DISCRETION SHALL FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

GREATER LONDON

Data Sources